AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
-2.06%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$128M
AUM Growth
-$1.38M
(-1.1%)
Cap. Flow
+$1.66M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
45.32%
Holding
437
New
45
Increased
102
Reduced
50
Closed
15
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$3.57M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.45M |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
$958K |
| 4 |
Chevron
CVX
|
$901K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$339K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.14M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$1.79M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.48M |
| 4 |
HP
HPQ
|
$674K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$380K |
Sector Composition
| 1 | Financials | 5.93% |
| 2 | Energy | 3.26% |
| 3 | Industrials | 3.03% |
| 4 | Consumer Discretionary | 1.68% |
| 5 | Technology | 1.6% |
